Tag: Wealth Management
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230 – The Power Of Personal Branding With Ema Roloff
Summary In this episode, Emma Roloff, co-founder of Roloff Consulting, discusses the power of personal branding and digital transformation in sales …
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224 – Using AI to Generate Real-Time Market Insights With Jens Nordvig
In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and c…
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200 – Playing The Long Game in The Retirement Industry With Scott Stolz
What’s changed in our business? What hasn’t? Today, we have a great conversation with industry veteran Scott Stolz, Managing Director of iCapital. Lin…
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170 – The Future of Advice With Paul Blanco
What will the future of face-to-face distribution look like in the coming years. Today, we talk with someone who has always built a business five year…
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158 – Climbing Down The Financial Mountain With David Rosell
The proverb that it’s harder to climb down a mountain than go up is true in every sense of the word. Here’s a gruesome stat – between 1921 and 2006, 5…
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154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske
Commissions v. fees? Low fees v. high fees? Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agree…
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133 WealthManagement’s Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show
The cast of That Annuity show is proud to report that our retirement podcast, was recognized as one of the “Fifteen Must-Listen Podcasts” by . We real…
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123 Getting Your Web and Social Presence Right With Robert Knop
What’s the first thing we do today when we’re about to meet with someone for the first time? We Google them. What do your clients find when they Googl…
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098 Aligning All Interests – The Client, The Advisor and the Company With Yale Bock
How do independent investment advisors solve the retirement puzzle for their clients? Today, Yale Bock, Owner of Y H & C Investments offers his perspe…
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092 Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark
How does one educate college students and clients about the importance of the time-value of money in the middle of our virtual age? Matt Carey joins u…